AI momentum, oil shocks, and markets look through volatility 4/14/26
About this episode
Markets are rising despite oil shocks and geopolitical uncertainty, driven by strong tech growth and AI advancements.
Markets push higher despite oil shocks and geopolitical uncertainty, as investors focus on forward earnings and strong tech driven growth. Plus, AI continues to expand across sectors, driving expectations for margin gains and productivity. Later, inflation risks and supply disruptions remain in focus, with potential impacts on earnings and consumer demand still unfolding.
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